Large and Mid Cap mutual fund

Tue, 19 May 2026 00:00:00 +0000

A Large and Mid Cap mutual fund is a SEBI-defined equity scheme category requiring at least 35% allocation to large-cap stocks and at least 35% to mid-cap stocks, with the remaining ~30% at fund-manager discretion. The category was introduced as part of the SEBI October 2017 categorisation framework that standardised equity scheme definitions to prevent category drift and improve investor comparability across AMCs.

For Indian retail investors, Large and Mid Cap funds offer a structured blend of large-cap stability and mid-cap growth, sitting between pure large-cap funds (conservative) and mid-cap funds (higher growth, higher volatility) on the risk-return spectrum.

Large Mid Cap on WebNotes

Large and Mid Cap mutual fund